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2016-10-07 09:55:00

FB

Facebook

$128.74

0.27 (0.21%)

, TUBE

TubeMogul

$8.97

-0.02 (-0.22%)

09:55

10/07/16

10/07

09:55

10/07/16

09:55

Oppenheimer head of Internet research holds analyst/industry conference call

Managing Director & Head of Internet Research Helfstein, along with Chief Innovation Officer of TubeMogul Lopatecki, discuss how brands purchase ads on social platforms, such as Facebook and Instagram, for video advertising, the strengths and weaknesses of each social platform for video ads on an Analyst/Industry conference call to be held on October 7 at 10:30 am.

Piper Jaffray analyst Gene Munster noted that after Facebook launched its new Marketplace offering on Monday that some users listed prohibited items, such as guns and drugs, that were not caught as they should have been by the company's filter. However, he views the misstep at launch as a "non-event" and thinks nothing has changed in term of Facebook's ability to build world-class products and go after new markets. Munster keeps an Overweight rating and $185 price target on Facebook shares.

10/03/16

BOFA

10/03/16NO CHANGETarget $150BOFABuy

BofA/Merrill remains positive on Facebook heading into Q3 report

BofA/Merrill remains positive on Facebook heading into the Q3 report based on strong engagement, pricing tailwinds, and advertiser growth. The firm's analyst rate shares a Buy with a $150 price target and sees potential for a Q3 beat.

10/03/16

BARD

10/03/16NO CHANGEBARD

Baird says impact on eBay from Facebook's Marketplace likely limited for now

Baird analyst Colin Sebastian said Facebook's (FB) launch of its long-anticipated peer-to-peer commerce platform, "Marketplace," came "much later" than he anticipated, but he still thinks Facebook is well positioned to compete in consumer shopping. Facebook's latest e-commerce effort will create headlines around competitive pressure, but Sebastian thinks Amazon (AMZN) and eBay (EBAY) will be "minimally impacted" in the near term given their scale, brand awareness, and much more advanced e-commerce capabilities. eBay may be most exposed, but the analyst also notes that 80% of its listings are new products, which may have limited overlap with Facebook listings.

Roth Capital analyst Darren Aftahi noted that recent bear reports, including one that surfaced yesterday, regarding MeetMe (MEET) contend that the company could be negatively impacted by spillover from Facebook's (FB) admission that it had been overstating time spent by its users watching video on its platform, but he does not expect Facebook's issue to have any impact on MeetMe. He also said that, contrary to bear assertions of bad reviews, MeetMe's app scores well relative to Tinder and Snapchat. The analyst keeps a Buy rating on MeetMe and sees pullbacks following short reports as buying opportunities.

TubeMogul downgraded to Equal-Weight from Overweight at First Analysis

First Analysis analyst Craig Nankervis downgraded TubeMogul to Equal-Weight and lowered his price target for the shares to $11 from $17. The analyst sees uncertainties following the company's Q2 results.

08/09/16

SPHN

08/09/16NO CHANGETarget $14SPHNOverweight

TubeMogul price target lowered to $14 from $20 at Stephens

Stephens analyst Brett Huff lowered his price target for TubeMogul to $14 from $20 saying that a faster than expected and market-wide movement ad dollars from desktop to mobile is happening faster than many companies expected and may mean near-term spend-growth pain for TubeMogul. Nonetheless, Huff believes mobile video demand growth, the likelihood of mobile video measurement improvement, and the company's position to capture this mobile trend remain good. He reiterates an Overweight rating on the shares.

08/09/16

RHCO

08/09/16NO CHANGERHCO

TubeMogul outlook remains upbeat, says SunTrust

After TubeMogul reported weaker than expected results and cut its guidance, SunTrust analyst Matthew Thornton says the miss was caused by a "transitory" shortage of viewable mobile inventory. The analyst remains upbeat on the stock, partly due to the strong growth of the company's end market and its recent deals with Facebook (FB), Twitter (TWTR) and Snapchat. The analyst thinks that TubeMogul is "well-positioned in a consolidating category. " He cut his price target on the shares to $13 from $16 but kept a Buy rating on the stock.